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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: ED_L who wrote (3352)10/20/1999 10:15:00 AM
From: John Solder  Read Replies (1) of 5102
 
I don't agree with your thought that managers won't buy software from a company with a stock price below $10. IMS groups are delving into the world of Linux without there being a Linux company behind it. People kept buying Sybase when they took a huge boot to the head. What is keeping many managers from committing to Borprise tools is the shaky company image being presented over the last several years. Most people began to doubt the viability of Borprise as a company. Why commit to a tool set backed by a company that may be gone or abandon the product in a year or two ? Strong, stable management conveys a message that the company will be around in a few years. CA for example, Charles and Sanjay don't produce the best tools in the world, but the world knows CA will be around in 5 years and will offer a migration solution if the toolset goes away. INPR is just the type of struggling software company CA likes to pick off. If Dale looks too hard he may find himself in Charles' back pocket.
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